Your Wealth Management Hub

OUR SERVICES

Professional, comprehensive, sensible
Wealth systems

    Financial planning, portfolio management, investment strategies, estate planning, business succession, and insurance...

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Tax module

    Custom plans, tax-saving strategies tailored to you, one-on-one service and experienced tax return preparation and advice...

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Tartan PCFO

    Advisory service combining asset management with in-depth planning and continual, cohesive financial stewardship...

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Why join the Tartan family?

Our Personal Approach. We pride ourselves on our client-centric approach to financial planning: We build a relationship with you and your family before offering any advice about your future. In our opinion, that’s the only way to plan wisely. We listen attentively to your personal circumstances and values before planning financial management that is totally unique to you.

Comprehensive, Flexible Options. From setting goals and creating a budget, to choosing retirement options and helping to grow wealth, our advisors are your comprehensive financial planning department. No matter how complicated or basic your financial needs, our advisors will deliver transparent and straightforward advice to help you to determine the most appropriate engagement for your unique situation.

Expert Guidance. Finding solutions for your personal goals and keeping up with the ever-changing economic and tax environments requires consistent interaction and communication. Our services are an established process that our advisors have refined over more than fifty years’ combined experience. Let our expertise help you organize your financial life, develop a personal finance plan, and guide you in making decisions that help protect your future.

Columbus  (Cleveland, Akron)

Track us down here

Phone

+1 614 344-0421

Email

info@tartanwm.com

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Terms & Conditions

These Terms & Conditions govern your use of this website; your use of this website indicates your acceptance of these Terms & Conditions in full.

Kindly note that the information and content provided on this website does not constitute professional advice. Although we do our best to keep everything on this site correct and up-to-date, we do not guarantee the completeness or accuracy of any information provided on this website. Improvements and/or changes in the products, services and/or programs described on this website may be made at any time without notice. We must also advise that hypertext links to other websites do not constitute an endorsement, nor do we guarantee any information provided by those sites.

While we do love when users share what they find on our website, it may be used or shared only for personal purposes. The information and content provided on this website is owned or licensed by Tartan Wealth Management LLC, and should not be used or disseminated for any profit or gain.

While using this website, please be aware that no insurance coverages can be bound and no amendments, supplements, or modifications can be added to your policy, new or existing, unless and until you have received a written binder from us or your insurance company.

For users outside of the US: We make no claims that the content on this web site is appropriate or may be downloaded outside of the United States. If you access the site from outside the United States, you do so at your own risk and are responsible for compliance with the laws of your jurisdiction.

Even though we work hard to ensure the security and safety of our website and its users, we cannot and do not guarantee that this website will operate error-free, nor that this website and its server are without computer viruses or other harmful material. If your use of this website or material from it results in any costs or expenses, we will not be responsible for those costs or expenses. This website and its materials are provided without any warranties of any kind, to the fullest extent permitted by law.

Please bear in mind that we will not be liable for any losses or damages arising under these Terms & Conditions or in connection with this website, whether arising in tort, contract, or otherwise – including, without limitation, any loss of profit, contracts, business, goodwill, data, income, revenue or anticipated savings.

Finally, if for any reason any portion or provision of these Terms & Conditions is ruled to be unenforceable, that provision will be enforced to the maximum extent permissible so as to affect the intent of the Terms & Conditions, and the remainder of the Terms & Conditions will continue in full force and effect.